Greyinvestor
19 Jun 2015
Re: First purchase Hi Devon, my daughter, who rarely reads a paper, has just disappeared to the Greek Islands. I'm waiting for the phone call.....I've come in from the veg patch to spend a bit of money. It's all gone on one theme really, so I've bought CLIG, JEMI and SEDY. I've spent a fair bit.I've had IAPD in the past and very much liked them, but they are now 60% Australia, with a lot of banks in a concentrated portfolio. Not quite attractive enough for me. IUKD is the UK dividend dogs, not attractive to me unless the market comes well down. IDVY the same for Europe.I've added to TTG and bought back my ALY.All the best, hope your vintage car is a soft top!That's it for today, I suspect. When Greece blows up (Monday with a bank run?), I may spend some SIPP money.
devonplay
19 Jun 2015
Re: First purchase Hi Grey,Added to my existing holding 110.5 I also believe they offer good value at this price.I'm going to have a good look at IAPD, IDVY & IUKD over the next few days. IUKD was going to be my bolt hole on Grexit, any views on these old friends?Maybe all of the them on exit?My advice if your visiting Greece for your holiday, don't rely of the cash point machines...hardy currency...and an extra pair of levi's...they were like currency back in the day.DL
Greyinvestor
19 Jun 2015
First purchase I've been waiting a while for these to hit £1.10. They did today, so I bought a good sized first tranche......Emerging markets are in for a rough ride because of money flowing back into the US, and because of China slowing down, but there is an argument that now is time to start gently easing into these markets.
Uncle Doug
11 Jun 2015
Poor Performance Put a few K in JEMI 15 months ago to gain some exposure to Emerging Markets at a time when they were down. Utilico up 10% in that time but these have stayed still. Stock picking not very good or are we just undervalued at the moment and a surge is on its way? Will give it 3 more months and then decide whether to sell.
devonplay
09 Jun 2015
110 I suspect we are going to test 110 over the summer.There appeared to be some resistance around 113.75I'll buy more if we get there.DL
